Features & Quick Stats
Key Features
- Integrated CRM
- Quote Generation
- Commissions
- Online Enrollment & Onboarding
Core Business
AgencySmart provides an all-in-one agency management system built for employee benefits-focused insurance agencies, general agencies, and TPAs. It combines CRM, quoting, commissions, and benefits enrollment tools into a single cloud-based platform designed to support day-to-day agency operations.
How AgencySmart Helps Independent Agents & Brokers
Helps agencies reduce duplicate data entry by managing client, quoting, and enrollment workflows in one system
Supports faster renewals, quoting, and onboarding through integrated automation and centralized data
Improves operational visibility across commissions, service tasks, and policy activity
Reduces reliance on multiple disconnected systems to streamline agency workflows and improve efficiency